Thursday, November 5, 2026
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From X
Raging Capital Ventures on X
Solid Q and nice guidance hike from $SKIN, with growth in consumable revenues, improved margins, and good cost controls. New mgmt is focused on improving execution and product innovation. Biz is capital lite and trades at just ~4x EV/EBITDA with only 6.5 mm shares out.
Maj Soueidan on X
Not saying $MCHP is cheap, but so far, their Q3 earnings narrative is exactly what most AI beneficiaries are saying about their AI and data center related growth. Political posturing might impact near-term investor sentiment, but it shouldn’t impact overall growth trajectories of a good deal of these companies. Valuation is another story.
Calvin Blissett on X
$CCLD $YB $CCOI $BOC $AMR $HCC $CNR $METC $USIO $HHS $HY $ARKO $SLM https://t.co/XRRQSpa8YO
Barbarian Capital on X
General Mills Considering Separation of Haagen-Dazs Business Outside North America $GIS https://t.co/wtqQjtZKGO
Barbarian Capital on X
Sweetgreen Sees Milder Same-Store Sales Decline Following Rebound From Cyclospora Outbreak $SG https://t.co/B49E72ba61
Barbarian Capital on X
DraftKings Cuts Outlook as It Pours More Money Into Prediction Markets $DKNG https://t.co/lGrshk7yNl
Kuppy on X
Florida is the last sane place in USA. Got $JOE…?? https://t.co/RJLt2GPIFB
Mr Neutral Man aka "Howard Marks of REITs” on X
This is the main reason why we own 3 to 4 times as much of $CPT vs $MAA and $NXRT Blended leases up 1.0% in Q3 with new lease down 2% YOY vs new leases down 6% for MAA and down 4.5% for NXRT The renewal - new lease is too high for MAA for my liking. Much healthier for Camden Same store NOI -0.2% in Q3 vs -1.8% for MAA and -8.2% for NXRT (large chunky expenses that is not run rate for NXRT) @jayparsons
Investor Letters
All letters- Forager Funds Management October 2026 OFX $72MPLT $99M
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.7BLFABF $13B
- JB Global Capital Q3 2026 BABA $262BFLO $1.4B
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $417MALM $2.5B
- Chautauqua Capital Management Q3 2026 AAIGF $103BADYEY $32B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
Wolfspeed: Still Bullish After A Post-Earnings Wipeout
Vince Martin 6 clicks
Uber 3Q'26: Eats vs DoorDash, and the AV Math
Uber Delivery generated an estimated $0.66 EBITDA after SBC per order in 3Q26, versus DoorDash's $0.80, while autonomous vehicles shape…
Trading Post November 5, 2026
MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.
Uber: The Robotaxi Discount Has Truly Gone Too Far (Earnings Review)
Luca Socci 4 clicks
Intel: The CPU Comeback, Discounted
Intel's Q3 2026 results were hit by memory costs and an Israel shutdown, but enterprise AI inference could lift CPU demand as server…
Problems at Twist Bioscience (TWST)
Twist Bioscience’s $200 rebound followed an Anthropic-linked short squeeze, yet its DNA and protein services face broad competition while…
VSH Earnings Review
Vishay reported record Q3 revenue of $979 million, up 24%, and guided Q4 to about $990 million as rising backlog and margins contrast with…
This Week in Special Situations: Lear, AutoNation, NexPoint, AudioCodes, Xponential Fitness
AutoNation, Lear, NexPoint, AudioCodes and Xponential Fitness lead a 52-situation screen spanning buybacks, insider purchases, M&A and…
Array Technologies And Shoals Merger Creates Upside Potential
Array Technologies and Shoals Technologies plan to merge, targeting cross-selling and cost synergies as ARRY's order book holds firm and…
Caffital Research 3 clicks
Telkom Indonesia (TLKM/TLK): 9x P/E, 11% dividend, separable assets ≈80–95% of market cap, stub at ~2x EBITDA. Industry went from 11 operators to 3, a new rule kills the price war, and MSCI is forcing the sellers.
Telkom Indonesia trades at 9x earnings and an 11% yield as MSCI-driven selling obscures telecom consolidation, price increases and…
EFXT · long Enerflex LTD
Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment…
“The tip of the iceberg.”
Stevanato's 8% organic Q2 growth and 21% adjusted EBITDA growth came with a modest FY 2026 guidance lift after the Balda divestiture.
Single Stock Spotlight #12: X Marks the Spot
Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…
A Venezuela Lottery Ticket for 41 Cents
Lionheart Holdings’ 41-cent CUBWW warrants hinge on a SPAC merger valuing KEO Energy’s Venezuelan PetroUrdaneta stake at $1 billion, versus…
[scuttleslops] BLDR, RYAN, APG, GFL, FND
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
BAT: Two Steps Forward, Many Steps Back
British American Tobacco’s H1 growth came largely from U.S. modern oral products and inventory benefits, while weakening regulation, rising…
WD #352: Situational Awareness, Warsh, ICE/MKTX, Overvalued EM Currencies
ICE's purchase of MarketAxess spotlights takeout risk for value stocks, while the Situational Awareness blow-up, Kevin Warsh's FOMC presser…
Earnings Week in the Graveyard
Empire State Realty Trust cut Observatory NOI guidance to $55 million from $87 to $92 million after Q2 NOI fell roughly 50%, reducing Core…
Floor & Decor 2Q'26: Tentative Green Shoots
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
Interview with Roderick van Zuylen
Roderick van Zuylen discusses Night Watch’s value strategy, catalyst-driven screening and positions in Asian equities including Dream…
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A Capital
absreturnchaser
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Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
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Deep Sail Capital
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DOMO Capital Management, LLC
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Fierce_beast
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George Noble
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JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
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marginofdanger
mavix
Mike
Mikro Kap David
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SG
Sheel Mohnot
SouthernValue
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ToffCap
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Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
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- Pzena Investment Management
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- QuantStreet Capital
- Quercus Fund
- RD Capital Partners
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- ROCKLINC Investment Partners
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- Vulcan Value Partners
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- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
